HRB
Temp-to-Perm Executive Assistant to 3 Partners at Boutique Private Equity Firm i
HRB, New York, New York, us, 10261
Our client, a private equity firm, is seeking an experienced Temp-to-Perm Executive Assistant to support 3 partners. The ideal candidate will thrive in a fast-paced, dynamic environment where flexibility, attention to detail, and professionalism are essential. This role requires a proactive, team-oriented individual who can manage complex schedules, coordinate extensive travel, and handle confidential information with discretion. A minimum of 8-10+ years of Executive Assistant experience—preferably in the finance industry—is required.
This role is 5x days a week in-office. RESPONSIBILITIES
Manage calls, appointments, meetings, and events for 3partners, handling constant changes and rescheduling with flexibility and precision. Arrange detailed domestic and international business and personal travel itineraries, including flights, accommodations, ground transportation, and agendas. Organize internal and external meetings (including board meetings, client calls, and team sessions); set up Zoom or MS Teams meetings; prepare agendas and materials; order catering; manage conference room setup and cleanup; submit external attendees to lobby security; and greet visitors. Draft, edit, and proofread documents, memos, presentations, and reports; ensure materials are accurate, bound, printed, and delivered on time; access drives and financial portals to locate and download required documents such as Schedule K-1 tax forms. Process and reconcile monthly expense reports in line with company policies. Provide office support by answering phones, handling mail, FedEx, and messenger deliveries; back up other assistants and the office manager; assist with projects, research, and ad hoc tasks; and support Associates as needed to ensure smooth office operations. Maintain confidentiality and discretion in all matters. Obtain Notary Public certification and notarize documents as required. REQUIREMENTS
Minimum of 8-10+ years of Executive Assistant experience, preferably in the financial industry. Excellent interpersonal, written, and verbal communication skills. Strong organizational skills and exceptional attention to detail. Proactive, quick learner with strong problem-solving skills and common sense. Flexible and collaborative team player. High proficiency in MS Outlook, Word, Excel, Adobe, Zoom, and MS Teams. Ability to craft and format professional business correspondence. Knowledge of simple proofreading symbols is a plus. SALARY
$120K + discretionary bonus + excellent benefits. HOURS
9am–5pm.
#J-18808-Ljbffr
This role is 5x days a week in-office. RESPONSIBILITIES
Manage calls, appointments, meetings, and events for 3partners, handling constant changes and rescheduling with flexibility and precision. Arrange detailed domestic and international business and personal travel itineraries, including flights, accommodations, ground transportation, and agendas. Organize internal and external meetings (including board meetings, client calls, and team sessions); set up Zoom or MS Teams meetings; prepare agendas and materials; order catering; manage conference room setup and cleanup; submit external attendees to lobby security; and greet visitors. Draft, edit, and proofread documents, memos, presentations, and reports; ensure materials are accurate, bound, printed, and delivered on time; access drives and financial portals to locate and download required documents such as Schedule K-1 tax forms. Process and reconcile monthly expense reports in line with company policies. Provide office support by answering phones, handling mail, FedEx, and messenger deliveries; back up other assistants and the office manager; assist with projects, research, and ad hoc tasks; and support Associates as needed to ensure smooth office operations. Maintain confidentiality and discretion in all matters. Obtain Notary Public certification and notarize documents as required. REQUIREMENTS
Minimum of 8-10+ years of Executive Assistant experience, preferably in the financial industry. Excellent interpersonal, written, and verbal communication skills. Strong organizational skills and exceptional attention to detail. Proactive, quick learner with strong problem-solving skills and common sense. Flexible and collaborative team player. High proficiency in MS Outlook, Word, Excel, Adobe, Zoom, and MS Teams. Ability to craft and format professional business correspondence. Knowledge of simple proofreading symbols is a plus. SALARY
$120K + discretionary bonus + excellent benefits. HOURS
9am–5pm.
#J-18808-Ljbffr